Consumer & Personal Finance Manager
 
 
 
 
 
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PERSONAL FINANCE MANAGER 

The easiest way to track your money in real time.

Perfios (Personal Finance One Stop) is an online finance manager providing you an automated 360-degree view of your finances anytime, anywhere. With Perfios, you can track anything that revolves around money, from your bank accounts, to credit cards, mutual funds, investments, shares, insurance policies, loans, fixed deposits, and more.

SALIENT FEATURES

 
 
 
 
 
 
 
 
 
 
 
 
Automatic
one-view
Secure
Statement Upload
Real-time Reports with Insights
On-the-Go
Auto Update
Alerts
Secure Storage
Event Calendar
Auto Categorize

Perfios has the capability to automate the fetch of your financial data from various sources without any manual effort and provides you with a consolidated overview of your transactions and assets.

Features

  • 360-degree view of your personal finance by consolidating all account types automatically – banks, credit cards, mutual funds, equity, insurance, loan, PPF, bonds, post office and other small savings instruments, real estate, gold, etc.
  • Recognition of 1000+ e-statement types with easy upload of various statements to populate data without any manual effort
  • Highest level of security for you, as ensured by VeriSign, TrustGuard and Paladion – the best names in the Data Security business
  • Access to all information and actions using your Mobile Phone or PC.
  • Provides time-saving techniques to make personal finance management a simple activity
  • Provides a Secure Document Storage to store all relevant financial documents
  • Automated reminders and alerts to notify you of important payments, maturity dates, etc.
  • Email forward of important uploaded documents, minimizing cumbersome and time-consuming data entry
  • Automatic consolidation of account information
  • Auto-categorization of various transactions to perform multiple data analytics on the consolidated data
  • Comprehensive Reporting Framework enables you to take quick corrective actions

safe and secure

Perfios is Information Security Management Certified (ISO 27001) Security Seals Certified Seal Privacy Seals Business Seals